No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
We prioritize the security and confidentiality of your financial information using a multi-layered approach. Here’s how we ensure your data remains protected:
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Secure Software Platform: We use Drake Tax Software, a trusted and industry-leading tax preparation solution, which employs advanced encryption protocols to safeguard your sensitive financial information during storage and transmission.
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Compliance with Standards: Our processes align with industry security standards, including IRS regulations and data protection laws, to maintain compliance and protect your information.
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Firewall & Anti-Malware Protection: Our systems are protected with firewalls, anti-malware tools, and regular security updates to guard against cyber threats.
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Confidentiality Commitment: Our staff is trained on data privacy and confidentiality protocols, ensuring your personal and financial information is handled with the utmost care.
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Secure Document Sharing: Any document transfers or communications are conducted using secure portals with encryption, ensuring no sensitive information is shared through unprotected channels.
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No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
Tax Services:
No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
Accounting Services:
Generally, we seek to have payment up front, although in certain circumstances, we may be willing to work with you when it comes to what works for you and your business needs. Feel free to reach out.
We focus on keeping it simple when tax season comes around. Click here to see what the super simple process is for you.
No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
To check the status of your refund once submitted to the IRS, please follow this link here. You will need: SSN, Tax Year, Filing Status, and Refund Amount. This information is provided to you in your "Return Complete" email sent to you once we have finished with your return.
As every situation is unique, we won't be able to give specific details as to what is needed for your specific circumstance, although click here for a general list of information and documents you may gather and have ready in case they are needed.
No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
No, Balanced Tax and Accounting does not offer any sort of "advance" or "loan" on completed tax returns.
